How big is Bloom & Streit LLP's plan?

Bloom & Streit LLP's plan reported $169K in assets and 9 participants for 2024.

Original filing (PDF)20250702104029NAL0007226851001

Bloom & Streit LLP

Name: Bloom & Streit LLP — Bloom & Streit LLP Cash Balance, Form 5500 (2024)
Creator: Bloom & Streit LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bloom & Streit LLP Cash Balance Plan

Defined-benefit pension plan · Bloom & Streit LLP's Bloom & Streit LLP Cash Balance Plan held $169K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$169K

Net assets (EOY)

$169K

Plan identifiers

Bloom & Streit LLP's EIN is 13-1922464.

EIN 13-1922464

Plan number 002

Plan year 2024

ACK ID 20250702104029NAL0007226851001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bloom & Streit LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bloom & Streit LLP's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLOOM & STREIT LLP.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score